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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
SPI
476
Santori & Peters Inc
Pennsylvania
$314K +$317K +1,553 New
RIM
477
Rampart Investment Management
Connecticut
$310K -$1.24M -6,052 -80%
DADC
478
D.A. Davidson & Co
Montana
$305K -$36.9K -181 -11%
CGL
479
Clarius Group LLC
Washington
$305K +$26.7K +131 +10%
CPIA
480
Cornell Pochily Investment Advisors
New York
$303K +$671K +3,286 New
IIM
481
Ipswich Investment Management
Massachusetts
$302K +$304K +1,491 New
MBTD
482
Mechanics Bank - Trust Department
California
$299K – – –
KA
483
Kintegral Advisory
New York
$299K +$301K +1,477 New
GC
484
Garde Capital
Washington
$298K – – –
O
485
Ossiam
France
$297K +$299K +1,466 New
LS
486
Livforsakringsbolaget Skandia
Sweden
$288K – – –
SPC
487
Sigma Planning Corp
Michigan
$283K +$70.8K +347 +33%
FLI
488
Family Legacy Inc
South Carolina
$276K -$31.4K -154 -10%
BIM
489
Bridgecreek Investment Management
Oklahoma
$268K – – –
BHBT
490
Burke & Herbert Bank & Trust
Virginia
$266K +$15.9K +78 +6%
TA
491
TFG Advisers
Michigan
$266K +$269K +1,317 New
FAIM
492
Financial Advocates Investment Management
Washington
$265K +$44.5K +218 +20%
FBT
493
First Bank & Trust
South Dakota
$264K -$1.08M -5,292 -80%
CCA
494
Checchi Capital Advisers
California
$261K -$26.3K -129 -9%
RCM
495
RNC Capital Management
California
$261K +$263K +1,290 New
BJL
496
Brighton Jones LLC
Washington
$259K -$26.3K -129 -9%
PAM
497
Private Asset Management
California
$259K – – –
AWM
498
Alterna Wealth Management
Texas
$258K +$253K +1,239 New
RA
499
RFG Advisory
Alabama
$257K -$59.8K -293 -19%
MAM
500
Meeder Asset Management
Ohio
$257K -$57.2K -280 -18%
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